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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jonathan Close (CRD# 6074284) is an Investment Advisor Representative working at Edward Jones in Ames, IA and has over 11 years of experience in the finance industry.
Nevin Conlon (CRD# 6708883) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 6 years of experience in the finance industry. Nevin Conlon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Chad Cook (CRD# 5135137) is an Investment Advisor Representative working at Advice And Planning Services in Ames, IA and has over 18 years of experience in the finance industry.
Chad Copley (CRD# 4846414) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ames, IA and has over 19 years of experience in the finance industry.
Terry Cross (CRD# 1736280) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ames, IA and has over 36 years of experience in the finance industry.
Eric Dawson (CRD# 2521839) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Webster City, IA and has over 29 years of experience in the finance industry.
Daniel Divine (CRD# 2731289) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ames, IA and has over 28 years of experience in the finance industry.
Andrea Dodd (CRD# 5367437) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Blairsburg, IA and has over 16 years of experience in the finance industry.
Douglas Dodgen (CRD# 4469518) is an Investment Advisor Representative working at Edward Jones in Ames, IA and has over 22 years of experience in the finance industry.
Donald Erickson (CRD# 1296053) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 37 years of experience in the finance industry.